ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,750 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,935,129 | -5.0% | 152,685 | -1.4% | 0.27% | -8.1% |
| Q1 2024 | $9,403,215 | -3.1% | 154,811 | +342.0% | 0.30% | -11.6% |
| Q4 2023 | $9,707,740 | +88.9% | 35,027 | +70.0% | 0.34% | +29.8% |
| Q3 2023 | $5,138,427 | -15.8% | 20,607 | -11.7% | 0.26% | -12.2% |
| Q2 2023 | $6,105,150 | +5.6% | 23,348 | +1.0% | 0.29% | -17.2% |
| Q1 2023 | $5,784,001 | +5.2% | 23,121 | +1.7% | 0.36% | -9.0% |
| Q4 2022 | $5,497,452 | +12.8% | 22,727 | +2.2% | 0.39% | -3.0% |
| Q3 2022 | $4,874,000 | +1.0% | 22,227 | +4.2% | 0.40% | 0.0% |
| Q2 2022 | $4,825,000 | -8.5% | 21,326 | +8.5% | 0.40% | +7.2% |
| Q1 2022 | $5,274,000 | +6.3% | 19,653 | +12.1% | 0.38% | +1.1% |
| Q4 2021 | $4,963,000 | +61.1% | 17,532 | +49.7% | 0.37% | -12.1% |
| Q3 2021 | $3,081,000 | -7.2% | 11,713 | -5.2% | 0.42% | -29.0% |
| Q2 2021 | $3,320,000 | +6.3% | 12,353 | +2.9% | 0.59% | -1.7% |
| Q1 2021 | $3,123,000 | +151.0% | 12,000 | +121.7% | 0.60% | +79.2% |
| Q4 2020 | $1,244,000 | +945.4% | 5,412 | +706.6% | 0.34% | +410.6% |
| Q2 2020 | $119,000 | -55.6% | 671 | -63.9% | 0.07% | -76.0% |
| Q1 2020 | $268,000 | -51.4% | 1,860 | -30.4% | 0.28% | -43.5% |
| Q4 2019 | $552,000 | +5.1% | 2,673 | -1.6% | 0.49% | -11.5% |
| Q3 2019 | $525,000 | -2.8% | 2,716 | -2.3% | 0.55% | -11.3% |
| Q2 2019 | $540,000 | +2.5% | 2,781 | -0.0% | 0.62% | -10.8% |
| Q1 2019 | $527,000 | -27.1% | 2,782 | -29.5% | 0.70% | +4.4% |
| Q4 2018 | $723,000 | – | 3,948 | – | 0.67% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pachira Investments Inc. | 152,236 | $27,235,000 | 24.00% |
| ARKANSAS FINANCIAL GROUP, INC. | 276,435 | $49,454,000 | 22.32% |
| Lee Financial Co | 315,797 | $56,496,000 | 18.23% |
| Tarbox Family Office, Inc. | 217,016 | $38,824,000 | 17.02% |
| Affiance Financial, LLC | 114,958 | $20,566,000 | 16.56% |
| Connecticut Wealth Management, LLC | 154,145 | $27,859,000 | 16.37% |
| Legacy Wealth Management, Inc | 355,437 | $63,587,000 | 16.18% |
| EVERMAY WEALTH MANAGEMENT LLC | 199,280 | $35,651,000 | 15.48% |
| Acropolis Investment Management, LLC | 508,376 | $90,948,000 | 14.88% |
| Lenox Wealth Advisors, LLC | 255,820 | $45,775,000 | 14.11% |